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RIA / WealthAdvisor24 years in industry

JOHN RUSSELL MARTIN

Advisor at SUNBURST FINANCIAL GROUP, LLC

VESTAVIA HILLS, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7115382e-2dd3-7eb3-7e0a-b7ef52c7564e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 21, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SUNBURST FINANCIAL GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 18, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Mar 18, 2002
First registration: Feb 21, 2007
Dual registered: no
IAPD individual key: 4480215

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SUNBURST FINANCIAL GROUP, LLC	Independent wealth	Aug 5, 2016	n/a	yes	VESTAVIA HILLS, AL	Current employment
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Bd affiliated wealth	Nov 10, 2014	Jul 15, 2016	no	VESTAVIA HILLS, AL	Previous registration
AMERITAS ADVISORY SERVICES	Former SEC adviser	Dec 7, 2009	Dec 6, 2012	no	HOMEWOOD, AL	Previous registration
CONCOURSE FINANCIAL GROUP ADVISORS	Former SEC adviser	Feb 21, 2007	Dec 31, 2007	no	BIRMINGHAM, AL\|BIRMINGHAM, AL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	SUNBURST FINANCIAL GROUP, LLC	Jul 15, 2016	Aug 5, 2016	21	Firm change	Other
AMERITAS ADVISORY SERVICES	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	Dec 6, 2012	Nov 10, 2014	704	Firm change after gap	Other
CONCOURSE FINANCIAL GROUP ADVISORS	AMERITAS ADVISORY SERVICES	Dec 31, 2007	Dec 7, 2009	707	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
134139:283605:AL:2016-07-15	Jul 15, 2016	Aug 5, 2016	VESTAVIA HILLS, AL	Firm change

Relationships

Registered with (4)

→ SUNBURST FINANCIAL GROUP, LLCRegistered adviserregistration: current employment
Aug 5, 2016 to presentfactForm ADV
→ CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Registered adviserregistration: previous registration
Nov 10, 2014 to Jul 15, 2016factForm ADV
→ AMERITAS ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 7, 2009 to Dec 6, 2012factForm ADV
→ CONCOURSE FINANCIAL GROUP ADVISORSRegistered adviserregistration: previous registration
Feb 21, 2007 to Dec 31, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7115382e-2dd3-7eb3-7e0a-b7ef52c7564e
First observed: Feb 21, 2007
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOHN RUSSELL MARTIN

Advisor at SUNBURST FINANCIAL GROUP, LLC

VESTAVIA HILLS, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7115382e-2dd3-7eb3-7e0a-b7ef52c7564e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:53 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SUNBURST FINANCIAL GROUP, LLC

Independent wealth

Aug 5, 2016

n/a

yes

VESTAVIA HILLS, AL

Current employment

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Bd affiliated wealth

Nov 10, 2014

Jul 15, 2016

VESTAVIA HILLS, AL

Previous registration

AMERITAS ADVISORY SERVICES

Former SEC adviser

Dec 7, 2009

Dec 6, 2012

HOMEWOOD, AL

Previous registration

CONCOURSE FINANCIAL GROUP ADVISORS

Former SEC adviser

Feb 21, 2007

Dec 31, 2007

BIRMINGHAM, AL|BIRMINGHAM, AL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

SUNBURST FINANCIAL GROUP, LLC

Jul 15, 2016

Aug 5, 2016

Firm change

Other

AMERITAS ADVISORY SERVICES

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Dec 6, 2012

Nov 10, 2014

704

Firm change after gap

Other

CONCOURSE FINANCIAL GROUP ADVISORS

AMERITAS ADVISORY SERVICES

Dec 31, 2007

Dec 7, 2009

707

Firm change after gap

Other

Team

Left

Joined

From

Kind

134139:283605:AL:2016-07-15

Jul 15, 2016

Aug 5, 2016

VESTAVIA HILLS, AL

Firm change